Connect Zoho CRM to Excel Using Add-In

Devart Excel Add-in for Zoho CRM allows you to connect Microsoft Excel to Zoho CRM, quickly and easily load data from Zoho CRM to Excel, instantly refresh data in an Excel workbook from Zoho CRM, edit these data, and save them back to Zoho CRM. It enables you to work with Zoho CRM contacts, accounts, opportunities, leads, calls, and other objects like with usual Excel worksheets, easily perform data cleansing and de-duplication, and apply all the Excel's powerful data processing and analysis capabilities to these data.

Connect to Zoho CRM Directly from Excel

You can connect Excel to Zoho CRM via Zoho CRM API v2, with OAuth authentication, or via Zoho CRM API v1, by specifying its authentication token.

Connection information may optionally be stored in the Excel file, or you may reenter it whenever necessary.

Use Query Builder or SQL to Import Data You Need

Visual Query Builder allows you to choose a table to import data from, select the columns from this table and related tables, and set filter conditions and data ordering options visually. If you need to select data more precisely, you can use SQL to select data you need.

Devart Excel Add-in for Zoho CRM provides advanced SQL support for Zoho CRM, and allows you to use complex SQL queries to get exactly the data you need.

Before finally importing data you can preview data and verify the query in a Data Preview window.

Instantly Refresh Data Whenever You Need

It's very convenient to always have fresh data from Zoho CRM right in your workbook. Imagine, you have performed data analysis in your Excel workbook, built some charts for your Zoho CRM data, and you can re-read data from the source and update all this to the current state by just clicking a button on the ribbon whenever you need.

Edit Zoho CRM Data Like Usual Excel Spreadsheets

To edit Zoho CRM data in Excel you need just to click the Edit Mode button on the ribbon before editing, and then you can edit data just like you usually do it - add or delete rows, modify cell values, etc. All the changes are highlighted so you can easily see which data is changed.

After you finish editing, simply click Commit to write changes to Zoho CRM or Rollback to cancel changes.

Instant Data Validation

Devart Excel Add-in for Zoho CRM instantly validates entered data and highlights errors, such as incorrect dates, duplicate primary key values, etc.

More information

Download Excel Add-ins for Zoho CRM for free

Compatibility

Documentation

Support

Devart Connector for Zoho CRM from ExcelDevart s.r.o.

Devart Connector for Zoho CRM from Excel

Devart s.r.o.

Devart Connector for Zoho CRM from Excel

Devart s.r.o.

Devart Connector for Zoho CRM from Excel
Devart s.r.o.